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Media's New Powerhouse: The Streaming Consolidation Wave

The FCC's approval of the Skydance-Paramount merger marks a significant consolidation in the media industry, creating a new entity focused on technology-driven streaming. This shift highlights potential investment opportunities in companies that support streaming infrastructure and other media firms positioning for a more competitive market.

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Han Tan | Market Analyst

Updated today | Published at July 25

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

NFLX

Netflix, Inc.

NFLX

Current price

$1,238.95

Leading streaming platform positioned to benefit from industry consolidation trends.

ROKU

Roku, Inc.

ROKU

Current price

$90.29

Streaming platform and advertising technology company benefiting from cord-cutting acceleration.

WBD

WARNER BROS DISCOVERY INC

WBD

Current price

$11.85

Major media conglomerate adapting to streaming-first entertainment landscape.

About This Group of Stocks

1

Our Expert Thinking

The FCC's approval of the Skydance-Paramount merger signals a major consolidation wave in media, creating opportunities for companies that power streaming infrastructure and other media firms adapting to increased competition. This $28 billion deal highlights the industry's shift toward technology-driven streaming models.

2

What You Need to Know

This group spans the entire media value chain, from streaming platforms and content creators to the digital infrastructure, ad-tech, and content delivery networks that make streaming possible. These companies are positioned to benefit from the industry's accelerated pivot to direct-to-consumer services.

3

Why These Stocks

These stocks were handpicked by professional analysts based on their potential to capitalize on the ripple effects of major media consolidation. Each company operates in areas that could see increased demand as the industry embraces technology-first streaming models.

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year.

If you invested across these assets:

in 12 months it could be worth:

$1,000.00

+21.35%

Group Performance Snapshot

21.35%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 21.35% over the next year.

11 of 14

Stocks Rated Buy by Analysts

11 of 14 assets in this group are rated Buy by professional analysts.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🚀

Consolidation Creates Winners

Major media mergers like Skydance-Paramount often trigger a domino effect, creating opportunities for companies that provide the technology and infrastructure powering the new streaming landscape.

📺

Streaming Infrastructure Boom

As media giants pivot to technology-first models, the companies building content delivery networks, ad-tech platforms, and streaming solutions could see explosive demand growth.

💡

Expert-Curated Opportunities

Professional analysts identified these stocks based on their positioning to capitalize on the industry's accelerated shift from traditional broadcasting to direct-to-consumer streaming services.

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